Motive Wealth Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Buy |
1,048
+89
| +9% | +$24.3K | 0.13% | 63 |
|
|
2025
Q1 | $257K | Sell |
959
-109
| -10% | -$29.3K | 0.14% | 56 |
|
|
2024
Q4 | $357K | Buy |
1,068
+212
| +25% | +$70.9K | 0.19% | 53 |
|
|
2024
Q3 | $220K | Hold |
856
| – | – | 0.13% | 64 |
|
|
2024
Q2 | $220K | Sell |
856
-62
| -7% | -$15.9K | 0.13% | 64 |
|
|
2024
Q1 | $276K | Buy |
+918
| New | +$276K | 0.17% | 58 |
|